Details
October 17, 2017
11:45AM - 6:00PM
FPA Central Ohio Mini-Symposium 2017
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
This intensive half-day event will cover key planning issues and provide the information and tools you need to engage and prosper in the fast changing world of financial planning. Our outstanding speakers will share their wisdom, experience and research on current issues that are relevant to the lives of your clients.
Join your peers, earn continuing education credits*, and network with the best professionals in town! Agenda and additional details below:
Presentations:
President Trump And Tax Reform Are We There Yet
Implementing And Utilizing Estate Planning Strategies
Preventing Elder Financial Abuse
|
11:45am – 12:15pm |
Registration |
|
12:05pm – 12:15pm |
Welcome and Lunch Sponsor Message |
|
12:15pm – 1:00pm |
Lunch Presentation - Cyber Security - Chris Duncan- Symantec |
|
1:00pm – 1:15pm |
Networking and Break |
|
1:15pm – 2:15pm |
President Trump and Tax Reform - Are We There Yet? – Jane Pfeifer, CPA and Matt McKinnon, CPA, MT - Clark Schaefer Hackett CFP CE - 1 hour has been granted by CFP Board |
|
2:15pm – 3:15pm |
Implementing & Utilizing Estate Planning Strategies in the Real World - John Schuman, JD, CFP® - Budros, Ruhlin & Roe CFP CE - 1 hour has been granted by CFP Board |
|
3:15pm – 3:45pm |
Networking and Break w/ Refreshments |
|
3:45pm – 4:45pm |
Preventing Elder Financial Abuse –Sylvia Pla-Raith, Office of Ohio Attorney General Mike DeWine CFP CE - 1 hour has been granted by CFP Board |
|
4:45pm – 6:00pm |
Happy Hour Reception and Raffles |
Thank you to our Sponsors
Lunch Sponsor:
Reception Sponsor:
Refreshment Break Sponsor:
Mini-Symposium Sponsors/Exhibitors
